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How Do I Update a Template?

A warning message may appear when a user or Administrator attempts to print a report. This indicates that a change has been made to the form in the Form Builder module that is not reflected in the associated print template. Only Administrators have the ability to update templates. Administrators may also choose to update existing templates if they wish to modify the content or amend details such as the template’s name, version, or description.

To Update a Template:

1. On the left column, go to Settings and click Template Builder.
2. Click Load Template, and select the template you want to update.
3. A notice will show on the right side of the page, stating that the template has forms that have been updated, and you can update the template with new forms.
4. Click Update.
5. The elements that have been previously added will appear in the Forms section.
6. Click on the form(s) you want to add to the template. These will appear at the bottom of the template, and you can drag and drop the forms to where you want them positioned in the template.
7. When you have finished adding, click Update Template.
8. Enter the Name, Version, and Description.
9. Click Save & Submit.